Who owns NVBU?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of NVBU from SEC Form 13F filings across 24 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
As of the 2026-06-30 reporting period, 24 institutions disclosed 1.1M shares of NVBU worth $32.8M; the largest disclosed holder is Allianz SE. Source: SEC Form 13F filings, parsed by EvidInvest.
24
13F holders
$32.8M
value, 2026 filers
1.1M
shares disclosed
6
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30 · % of fund = share of the manager's own book · % of co. = share of NVBU's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | Allianz SE | 507,188 | $15.6M | 0.2% | — | +2.6% |
| 2 | STEPHENS INC /AR/ | 155,014 | $4.8M | 0.1% | — | -0.7% |
| 3 | SUSQUEHANNA INTERNATIONAL GROUP, LLPNEW | 90,812 | $2.8M | 0.0% | — | new |
| 4 | Cypress Wealth Services, LLC | 86,684 | $2.7M | 0.3% | — | -9.4% |
| 5 | COMMONWEALTH EQUITY SERVICES, LLC | 49,692 | $1.5M | 0.0% | — | -2.7% |
| 6 | Savant Capital, LLC | 48,853 | $1.5M | 0.0% | — | -14.4% |
| 7 | SECURED RETIREMENT ADVISORS, LLC | 22,308 | $688,202 | 0.4% | — | +3.8% |
| 8 | Arax Advisory Partners | 19,108 | $589,482 | 0.0% | — | +11.6% |
| 9 | MONEY CONCEPTS CAPITAL CORP | 11,268 | $347,618 | 0.0% | — | 0.0% |
| 10 | Creative Planning | 11,131 | $343,391 | 0.0% | — | 0.0% |
| 11 | Cetera Investment Advisers | 9,885 | $304,952 | 0.0% | — | -8.4% |
| 12 | Farther Finance Advisors, LLCNEW | 8,602 | $265,372 | 0.0% | — | new |
| 13 | Grantvest Financial Group LLC | 8,509 | $262,503 | 0.2% | — | -9.7% |
| 14 | PFG Investments, LLC | 8,360 | $257,906 | 0.0% | — | -9.2% |
| 15 | JPMORGAN CHASE & CONEW | 8,333 | $255,082 | 0.0% | — | new |
| 16 | Kestra Advisory Services, LLC | 7,620 | $235,077 | 0.0% | — | -19.9% |
| 17 | BARCLAYS PLCNEW | 3,504 | $108,098 | 0.0% | — | new |
| 18 | HARBOUR INVESTMENTS, INC. | 2,461 | $75,922 | 0.0% | — | -56.8% |
| 19 | IFP Advisors, Inc | 1,770 | $54,604 | 0.0% | — | 0.0% |
| 20 | AE Wealth Management LLC | 1,430 | $44,115 | 0.0% | — | -99.0% |
| 21 | OSAIC HOLDINGS, INC. | 1,270 | $39,179 | 0.0% | — | +1170.0% |
| 22 | Elevated Capital Advisors, LLC | 214 | $6,602 | 0.0% | — | -27.7% |
| 23 | IFG Advisory, LLCNEW | 184 | $5,676 | 0.0% | — | new |
| 24 | COUNTRY TRUST BANKNEW | 122 | $3,764 | 0.0% | — | new |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.